Case Study: Nautilus Company achieves zero missed inspections and faster invoicing with ServiceMax

Automating Service Processes Enables Company Growth

Nautilus Company, a small South Carolina residential services firm that builds custom homes and manages preventive maintenance programs, relied on Salesforce for CRM but struggled to manage complex work orders and preventative maintenance contracts. CRM workarounds consumed IT time and weren’t scalable, leaving the team looking for a field-service solution to streamline operations and support growth.

Nautilus implemented ServiceMax Suite for Small Businesses with ServiceMax Mobile for iPad and MaxCare, using a phased rollout to automate work order generation, dispatching, and mobile data capture. The result: missed inspections dropped from 3–4 per month to zero, invoicing accelerated from a week to about two hours, technician productivity and territory efficiency improved, and custom reporting increased visibility and customer satisfaction.

Nautilus Company

Denise Carpentier

Special Projects Manager, Nautilus Company